CFP designation

important notice for current & future CFP students

posted @ Sunday, August 30, 2009 2:48 PM | Feedback (4)

Advocis, advisors & planners, and Dwight Duncan

posted @ Tuesday, January 20, 2009 2:51 PM | Feedback (5)

Helping new advisors helps us all

posted @ Friday, July 04, 2008 12:36 PM | Feedback (23)

The multi-generational advisor

posted @ Friday, June 27, 2008 1:29 PM | Feedback (1)

Becoming the advisor of choice

posted @ Wednesday, June 25, 2008 3:44 PM | Feedback (65)

Professional designations and the advisor

posted @ Friday, June 06, 2008 4:31 PM | Feedback (1)

On CLUs, CFPs, designations, and who does what

posted @ Tuesday, May 27, 2008 1:11 PM | Feedback (0)

Only 15% of retirees living their dreams

posted @ Tuesday, May 13, 2008 12:18 PM | Feedback (18)

Survey says CFPs now planning less

posted @ Monday, May 12, 2008 2:11 PM | Feedback (24)